Let’s look at some advanced text-based widgets: tables. There are a range of different tables you can choose from. We’ll help you decide which is best for different use cases.
Static Table
This is a completely blank table, such as you might add to Microsoft Word or a Google Document. It can’t be automatically populated by your data in Planhat; rather, you can manually type into it (like a simple text widget). This widget type is quite basic and therefore rarely used.
Live Data Table
A live table, populated with data you have in Planhat, like Data Table Pages - just a more specific, cut-down selection. As this is live data, if you edit data in a Data Table widget when viewing a Page, that update is reflected elsewhere in Planhat.
To create a Data Table widget:
Choose a model - such as Company
Choose how many columns you’d like to show, which columns, and in which order
Choose how you would like to sort the rows - pick a property, ascending or descending (e.g. Companies by ARR in descending order, biggest at the top)
Choose if and how you’d like to limit the number of rows - Eg. you might say you only want to see your top 5 Companies.
Top List
See our separate article here.
Metric Table
See our separate article here.
Matrix Chart
See our separate article here.